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Strategic Investment Solutions’s Strategy Inc MSTR Stock Holding History

Strategic Investment Solutions’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.26K Hold
49
– – ﹤0.01% 523
2026
Q1 		$6.12K Hold
49
– – ﹤0.01% 467
2025
Q4 		$7.45K Sell
49
-635
-93% -$146K ﹤0.01% 434
2025
Q3 		$220K Buy
684
+550
+410% +$204K 0.06% 128
2025
Q2 		$54.2K Sell
134
-632
-83% -$230K 0.02% 204
2025
Q1 		$221K Sell
766
-4
-0.5% -$1.27K 0.06% 98
2024
Q4 		$223K Hold
770
– – 0.07% 92
2024
Q3 		$130K Hold
770
– – 0.04% 120
2024
Q2 		$124K Buy
+770
New +$111K 0.04% 120

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Investment Solutions's MSTR Position: Q2 2026 in Review

Strategic Investment Solutions held its Strategy Inc (MSTR) position steady in Q2 2026 at 49 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Strategic Investment Solutions first reported a position in MSTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $223K in Q4 2024. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Strategic Investment Solutions held 49 shares of Strategy Inc worth $4.26K as of Q2 2026.
  • Strategic Investment Solutions left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #523 holding.
  • Strategic Investment Solutions first reported a position in Strategy Inc in Q2 2024 and has held it in 9 quarters since.
  • Strategic Investment Solutions's Strategy Inc position peaked at $223K in Q4 2024.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.